Versarien Part 2 - A Deep Dive on Versarien's busines

Saturday, Jan 27 2018 by
21

Due to the size of my research i'm splitting it into 3 posts

This post is part of a series on my research on Versarien that i've put on Stockopedia

Part 1 - A Background to the Graphene Marketplace

Part 2 - A deep dive into Versariens Business

Part 3 - Graphene Competitors


ADVFN - There are some really good ADVFN posters who are long term investors in VRS, have attended shareholder open days / AGMs and have excellent insights and research that they share especially Superg1, bones, Atoxyl, compounup & severnof9 who have informed a lot of my own research and I have shamelessly copied some of their insights. Obviously, you have to wade through a load of rampers, derampers and nutters that seem to frequent ADVFN but hopefully we can get a decent level of discussion and sharing of insights going on Stockopedia instead.

Finally, it’s a bit nerve wracking doing my first posts on Stockopedia especially with the quality of writers here already – I’m dyslexic and it’s something I struggle so hopefully you find enough quality within the quantity! You can find me @MikeWBrenner where I retweet a lot of my graphene / Versarien research


Part 2 - A deep dive into Versariens Business 

  • The Team
  • 2D-Tech - www.2-dtech.com
  • Cambridge Graphene Ink - http://www.cambridgegraphene.c...
  • Scalable VRS product technology and manufacturing
  • VRS Application and Product Development
  • End of life, Toxicity of graphene in products
  • Sales Distribution
  • Financials
  • Summary

Versarien Overview

Versarien plc (£VRS), is an advanced engineering materials group. Leveraging proprietary technology, the Group creates innovative engineering solutions for its clients in a diverse range of industries. Versarien has five subsidiaries operating under two divisions:

Thermal and Hard Wear Products

  • Versarien Technologies Ltd. which produces thermal copper/aluminium and other aluminium products. www.versarien-technologies.co.uk
  • Total Carbide Ltd, a leading manufacturer in sintered tungsten carbide for applications in arduous environments such as the oil and gas industry. www.totalcarbide.com

 Graphene and Plastic Products

  • 2-DTech Ltd, which specialises in the supply, characterisation and early stage development of graphene products. www.2-dtech.com  (Spun out of the university of Manchester in 2015)
  • Cambridge Graphene Ltd, which supplies novel inks based on graphene and related materials, using patented processes and develops graphene materials technology for licensing to manufacturers. www.cambridgegraphene.com (Spun out of the University of Cambridge…

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As per our Terms of Use, Stockopedia is a financial news & data site, discussion forum and content aggregator. Our site should be used for educational & informational purposes only. We do not provide investment advice, recommendations or views as to whether an investment or strategy is suited to the investment needs of a specific individual. You should make your own decisions and seek independent professional advice before doing so. The author may own shares in any companies discussed, all opinions are his/her own & are general/impersonal. Remember: Shares can go down as well as up. Past performance is not a guide to future performance & investors may not get back the amount invested.


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Versarien plc is engaged in offering engineering solutions. The Company operates through three segments: Hard Wear Products, Graphene Products and Thermal Products. The Thermal Products segment develops, manufactures and supplies heat sinks and other products made from porous copper and aluminum. It manufactures thermal management solutions for industry sectors, including telecoms and broadcast, consumer electronics, microscopy, defense and aerospace, automotive transportation, medical thermal management and industrial lighting. The Hard Wear Products segment manufactures tungsten carbide hard wearing parts. It serves oil and gas, metrology, paper and packaging, metal cutting, spraying, tooling, textile and tobacco markets. The Graphene Products segment is engaged in developing applications for graphene based upon the technology for manufacturing graphene. The Graphene Products segment specializes in the supply, characterization and early-stage development of graphene products. more »

LSE Price
98.5p
Change
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Mkt Cap (£m)
158.6
P/E (fwd)
n/a
Yield (fwd)
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3 Posts on this Thread show/hide all

Axotyl 28th Jan '18 1 of 3
3

Really excellent - there's an extraordinary amount of work here - many thanks.

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hayashi22 29th Jan '18 2 of 3
1

Stunning work. Can VRS produce enough at the right price point for this product (graphene) to become mass market? Guess you have to also think about dilutive placings along the way. Happy to be shot down!

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MikeBrenner 29th Jan '18 3 of 3
1

In reply to post #305993

I think that the CEO must be confident in doing so if he is going to the largest emerging technology conference in the world and presenting the following on 11 - 12 Apr 2018:

Solving The Graphene Scale-Up Problem
Presentation Summary With graphene enhanced materials demonstrating significant benefits, the current challenge is to scale up production volumes to meet anticipated demand. In the 2 years Versarien's Nanene production capacity has increased 1000 fold. Predictions for graphene demand for the next decade are in the 1000's of tonnes per annum. This presentation will discuss how Versarien will meet those demands.
Read more at: https://www.idtechex.com/europe2018/show/de/speakers/11592/solving-the-graphene-scale-up-problem

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